Latest Institutional Sells of Ishares Core S&P 500 ETF (IVV)
This list provides information on the latest institutional transactions involving Ishares Core S&P 500 ETF (IVV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.16K- 64.5% |
$1.65M - $1.82M
|
1.74K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.15K- 1.2% |
$1.64M - $1.82M
|
260K
$154M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.13K- 5.15% |
$1.63M - $1.81M
|
57.7K
$34.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.09K- 7.84% |
$1.6M - $1.78M
|
36.3K
$21.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.08K- 4.94% |
$1.6M - $1.77M
|
59.2K
$35.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 35.51% |
$1.57M - $1.74M
|
5.47K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.98K- 4.53% |
$1.55M - $1.72M
|
62.7K
$37.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.95K- 4.16% |
$1.53M - $1.7M
|
67.9K
$40.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.95K- 0.97% |
$1.53M - $1.7M
|
301K
$179M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.94K- 2.25% |
$1.53M - $1.7M
|
128K
$75.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 2.46% |
$1.49M - $1.65M
|
114K
$67.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.82K- 80.4% |
$1.47M - $1.63M
|
688
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.82K- 4.3% |
$1.47M - $1.63M
|
62.8K
$37.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 4.34% |
$1.46M - $1.62M
|
61.8K
$36.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 9.13% |
$1.44M - $1.6M
|
27.6K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.76K- 32.94% |
$1.43M - $1.59M
|
5.61K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.75K- 3.24% |
$1.43M - $1.58M
|
82K
$48.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.74K- 11.63% |
$1.43M - $1.58M
|
20.9K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 3.94% |
$1.42M - $1.58M
|
66.8K
$39.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.73K- 6.52% |
$1.42M - $1.57M
|
39.1K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-2.66K- 0.64% |
$1.38M - $1.53M
|
411K
$244M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.57K- 23.76% |
$1.34M - $1.48M
|
8.25K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.53K- 4.35% |
$1.32M - $1.46M
|
55.7K
$33M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.79% |
$1.3M - $1.44M
|
86.9K
$51.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 10.69% |
$1.3M - $1.44M
|
20.8K
$12.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.47K- 3.92% |
$1.29M - $1.43M
|
60.6K
$35.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 12.9% |
$1.28M - $1.42M
|
16.6K
$9.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 5.28% |
$1.26M - $1.4M
|
43.6K
$25.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.42K- 1.76% |
$1.26M - $1.4M
|
135K
$80.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.4K- 25.07% |
$1.25M - $1.39M
|
7.19K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.35K- 8.25% |
$1.22M - $1.35M
|
26.1K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.26K- 24.05% |
$1.18M - $1.31M
|
7.15K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 10.29% |
$1.17M - $1.3M
|
19.6K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.25K- 21.2% |
$1.17M - $1.3M
|
8.37K
$4.96M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.24K- 5.96% |
$1.16M - $1.29M
|
35.3K
$21M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 10.53% |
$1.16M - $1.29M
|
19K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 3.03% |
$1.16M - $1.29M
|
71.5K
$42.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-2.2K- 25.58% |
$1.14M - $1.27M
|
6.4K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.17K- 4.24% |
$1.13M - $1.25M
|
49K
$29.1M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-2.16K- 9.68% |
$1.12M - $1.24M
|
20.1K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.13K- 7.61% |
$1.11M - $1.23M
|
25.8K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.1K- 6.4% |
$1.09M - $1.21M
|
30.8K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.1K- 8.76% |
$1.09M - $1.21M
|
21.9K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.08K- 10.04% |
$1.08M - $1.2M
|
18.6K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.05K- 7.21% |
$1.06M - $1.18M
|
26.3K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.04K- 4.09% |
$1.06M - $1.18M
|
47.8K
$28.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.01K- 3.61% |
$1.05M - $1.16M
|
53.8K
$31.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 10.28% |
$1.04M - $1.16M
|
17.5K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.99K- 51.97% |
$1.03M - $1.15M
|
1.84K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.95K- 4.2% |
$1.01M - $1.13M
|
44.5K
$26.4M
|